It's from here.
Edit:
Full translation from the original Chinese source.
IC design firm Wei Zhong Electric (2436) held a legal conference today (16), CEO Lin Chongyan for the first half of the operating performance to explain, thanks to the increase in Type-C penetration, the first half of the company's USB PD control chip revenue accounted for 26%, related revenue increased by 30% compared with the same period last year, in addition, due to the continued demand for AI servers, the first half of the server heat fan motor IC revenue ratio has reached 21%, related revenue increased 3 times, is expected to maintain growth in both second half of the year; overall, the second half of the year will have better than the first half of the performance.
Looking forward to the future, in the field of power management IC, Lin Chongyan said that the third quarter began to start the game console application orders rebound, including PS5, XBOX and SWITCH new models began to import and export, while personal computer applications showed moderate growth, and in the electronics industry peak season demand pushed up, sales increased.
In terms of fan motors, Lam believes that the second half of the year also has better performance than the first half of the year, of which the server sector entered the peak season in the fourth quarter, and is expected to further drive related revenue growth. Wei Ming Electric and its subsidiary Yida Technology (4945) currently has a market share of more than 20% in the traditional server fan motor, while the AI server has reached 30%, and the future market is expected to continue to master the relevant business opportunities.
In addition, the company is optimistic about the transfer of heat dissipation plan to liquid cooling heat dissipation trend, relative to the introduction of water pumps, leakage detection IC and water gate control IC new products, the first two have passed the verification, the second quarter began to small shipments, after the market with the mass production scale amplification, is expected to gradually increase the contribution.
Don’t use Google translate. It’s trash.
WealthyTek (stock code: 2436) held a press conference today, where CEO Lin Chung-tao explained the company’s performance in the first half of the year. Benefiting from the increased adoption of Type-C technology, the company’s USB PD (Power Delivery) control chip revenue accounted for 26% of total revenue in the first half of the year, showing a 30% growth compared to the same period last year. Additionally, due to continued demand for AI servers, revenue from server cooling fan motor ICs reached 21% of total revenue, tripling year-on-year. Both segments are expected to maintain growth in the second half of the year, resulting in overall improved performance.
Looking ahead, Lin Chung-tao mentioned that game console orders are rebounding in the power management IC sector,
including shipments for PS5, Xbox, and Switch. Personal computer applications are also experiencing moderate growth, driven by increased demand during the electronics industry’s peak season.
Regarding fan motor performance, Lin Chung-tao expects the second half of the year to outperform the first half. In the server domain, the fourth quarter is anticipated to be a peak season, further boosting related revenue. WealthyTek and its subsidiary, Shengda Technology (stock code: 4945), currently hold market shares of over 20% in traditional server fan motors and 30% in AI servers, positioning them well for future opportunities.
Additionally, the company is optimistic about the trend toward liquid cooling solutions. New products such as water pumps, leak detection ICs, and water gate control ICs have already undergone verification and will begin small-scale shipments in the second quarter, with potential for further contributions as production scales up
